SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 356 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,820 | -4.6% | 38,481 | +0.2% | 0.52% | -2.8% |
Q2 2023 | $2,956 | -14.0% | 38,415 | -18.9% | 0.53% | -20.3% |
Q1 2023 | $3,436 | -2.0% | 47,340 | -0.7% | 0.67% | -8.1% |
Q4 2022 | $3,506 | -99.7% | 47,664 | +175.1% | 0.72% | +140.9% |
Q3 2022 | $1,207,000 | +7.3% | 17,326 | +9.4% | 0.30% | +4.9% |
Q2 2022 | $1,125,000 | +3.6% | 15,832 | +17.6% | 0.29% | +42.8% |
Q1 2022 | $1,086,000 | -19.0% | 13,463 | -5.9% | 0.20% | -18.3% |
Q4 2021 | $1,340,000 | +19.6% | 14,307 | +13.2% | 0.25% | +5.1% |
Q3 2021 | $1,120,000 | +4.5% | 12,635 | +4.7% | 0.23% | +0.9% |
Q2 2021 | $1,072,000 | +18.6% | 12,072 | +14.7% | 0.23% | +7.9% |
Q1 2021 | $904,000 | +13.6% | 10,527 | +1.0% | 0.22% | +5.9% |
Q4 2020 | $796,000 | +21.2% | 10,421 | -1.1% | 0.20% | +6.3% |
Q3 2020 | $657,000 | +17.7% | 10,538 | +7.2% | 0.19% | +7.9% |
Q2 2020 | $558,000 | +56.3% | 9,828 | +27.2% | 0.18% | +22.9% |
Q1 2020 | $357,000 | – | 7,725 | – | 0.14% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Capital Directions Investment Advisors, LLC | 317,950 | $22,415,000 | 7.44% |
Forbes Financial Planning, Inc. | 66,910 | $4,707,000 | 6.75% |
DENVER WEALTH MANAGEMENT, INC. | 60,657 | $4,276,000 | 4.47% |
AIRE ADVISORS, LLC | 167,106 | $11,785,000 | 4.20% |
ERTS Wealth Advisors, LLC | 186,902 | $13,177,000 | 3.74% |
Clarus Wealth Advisors | 72,633 | $5,170,000 | 3.64% |
Rodgers & Associates, LTD | 293,508 | $20,692,000 | 3.55% |
NorthRock Partners, LLC | 460,248 | $32,447,000 | 3.37% |
FAS Wealth Partners, Inc. | 445,865 | $31,433,000 | 3.31% |
Financial Planning & Information Services, Inc. | 182,221 | $12,847,000 | 3.13% |